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Portfolio (Quarterly) Guide ↗

Aerodigm Wealth, LLC

· CIK 0001927705
13F Portfolio $266M AUM 86 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 21 Added 27 Reduced 12 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 8,551.0 $3.2M 1.19% -908.0 -9.6% $370.17 +0.8%
22 WMT WALMART INC Consumer Defensive 24,994.0 $3.1M 1.17% +4K +19.9% $124.28 -6.9%
23 AVUV AMERICAN CENTY ETF TR 25,616.0 $2.8M 1.06% +846.0 +3.4% $110.47 +13.1%
24 DFAT DIMENSIONAL ETF TRUST 42,592.0 $2.7M 1.00% -672.0 -1.6% $62.45 +11.9%
25 IEI ISHARES TR 20,081.0 $2.4M 0.90% $118.60 -0.7%
26 DFIC DIMENSIONAL ETF TRUST 58,218.0 $2.1M 0.78% $35.53 +4.2%
27 IVV ISHARES TR 3,079.0 $2.0M 0.76% +22.0 +0.7% $653.21 +12.2%
28 NVDA NVIDIA CORPORATION Technology 10,378.0 $1.8M 0.68% -2K -17.3% $174.40 +10.4%
29 TSLA TESLA INC Consumer Cyclical 4,777.0 $1.8M 0.67% -3K -34.5% $371.75 +2.1%
30 DFSV DIMENSIONAL ETF TRUST 48,836.0 $1.7M 0.64% $35.04 +11.0%
31 BSV VANGUARD BD INDEX FDS 20,895.0 $1.6M 0.62% +317.0 +1.5% $78.41 -0.5%
32 AVEM AMERICAN CENTY ETF TR 18,801.0 $1.5M 0.57% -1K -5.4% $80.58 +17.2%
33 MRSH MARSH & MCLENNAN COS INC Financial Services 8,349.0 $1.4M 0.55% $173.44 -2.5%
34 WFC WELLS FARGO & CO Financial Services 17,987.0 $1.4M 0.54% -417.0 -2.3% $79.61 +5.4%
35 QQQ INVESCO QQQ TR Financial Services 2,275.0 $1.3M 0.49% -32.0 -1.4% $577.25 +22.4%
36 AMZN AMAZON COM INC Consumer Cyclical 5,718.0 $1.2M 0.45% -1K -17.4% $208.27 +11.7%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,128.0 $1.1M 0.42% -108.0 -8.7% $996.54 -4.4%
38 DFUV DIMENSIONAL ETF TRUST 16,821.0 $815K 0.31% $48.46 +13.6%
39 VYM VANGUARD WHITEHALL FDS 5,031.0 $745K 0.28% $148.10 +6.8%
40 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,178.0 $727K 0.27% $616.76 +12.7%
Page 2 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 21.1%
Consumer Defensive 16.0%
Consumer Cyclical 13.8%
Communication Services 4.6%
Healthcare 4.3%
Energy 2.7%
Industrials 0.8%